Associate Director Financial Planning

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

What will you be doing?

We’re seeking a talented individual to join our Financial Planning team in Bracknell. However if you are based in Reading or the M4 corridor this would be beneficial as you will be travelling to visit clients in the home counties region. Whilst there would be a requirement to go into the Bracknell office from time to time there is flexibility.

As Associate Director Financial Planning, your responsibilities will include among others:

• Looking after and supporting client needs. Building new client relationships and maintaining existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
• Execute the annual Business Plan in line with agreed individual targets
• Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients’ needs
• Ensuring clients have the right advice to achieve their financial objectives, while understanding and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients
• Ensuring client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirements
• Working in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships
• Building and maintain COIs to initiate and nurture close relationships with professional advisers
• Maintain the New Business Pipeline (NBP) and ensure all values and dates are up to date
• Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
• To strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution
• Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group)

Qualifications

Skills & Experience

To be successful in this role, you should:

• Proven ability to deal with new and existing clients on a fee basis
• Ability to understand and communicate advice practices and processes clearly and effectively
• Ability to analyse client information and highlight requirements to make suitable recommendations. Experience of operating within a risk management framework
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
• A strong ethic of client service / ability to work under pressure and to prioritise work
• Excellent communication skills both written and verbal
• Have a thorough understanding of the risks and threats pertaining to a private client business

Professional Qualifications and Education

• Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing

Additional Information

Benefits:

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. We are committed to providing a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and can achieve their full potential.

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